+82.5%
UBER vs IBB
+20.0%
+62.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -1.6% |
| 7D | -2.8% | -1.7% | -1.1% | -1.4% |
| 30D | -2.5% | +4.9% | -7.4% | -6.8% |
| 3M | +4.4% | +24.2% | -19.8% | -13.9% |
| 6M | -2.7% | +23.8% | -26.5% | -19.9% |
| YTD | -10.5% | +23.0% | -33.5% | -26.4% |
| 1Y | -22.5% | +46.2% | -68.7% | -46.0% |
| 3Y | +54.8% | +64.8% | -10.0% | -8.0% |
| 5Y | +82.5% | +20.9% | +61.6% | +32.4% |
| All | +82.5% | +20.0% | +62.5% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling